Corient Private Wealth
FUTY icon

Corient Private Wealth’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Corient Private Wealth’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,300
Closed -$370K – 3123
2026
Q1 		$370K Buy
6,300
+974
+18% +$56.5K ﹤0.01% 2204
2025
Q4 		$294K Buy
+5,326
New +$305K ﹤0.01% 2182
2025
Q3 		– Sell
-3,951
Closed -$208K – 2602
2025
Q2 		$208K Buy
+3,951
New +$203K ﹤0.01% 2216

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth's FUTY Position: Q2 2026 in Review

Corient Private Wealth sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 6,300 shares — an estimated $370K sold.

Corient Private Wealth first reported a position in FUTY in Q2 2025 and held it in 3 quarters. The position peaked at $370K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Corient Private Wealth reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 6,300 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $370K.
  • Corient Private Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and held it in 3 quarters.
  • Corient Private Wealth's Fidelity MSCI Utilities Index ETF position peaked at $370K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.